Upright Family INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Upright Family INC.
  • Sponsor EIN: 882709748
  • Sponsor Address: 602 HUMBOLT DRIVE, SUISUN CITY, CA, 94585
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $29,670

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$29,670$0$0
20232$40,613$16$16
20221$53,271$0$0

Similar Plans